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Laurel Wealth Advisors (California)’s Philip Morris PM Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.93M Buy
28,982
+156
+0.5% +$14.7K 0.29% 82
2022
Q3 		$2.39M Sell
28,826
-511
-2% -$48.7K 0.26% 90
2022
Q2 		$2.9M Sell
29,337
-113
-0.4% -$11.5K 0.3% 81
2022
Q1 		$2.77M Sell
29,450
-275
-0.9% -$27.5K 0.23% 97
2021
Q4 		$2.82M Buy
29,725
+4,577
+18% +$428K 0.22% 108
2021
Q3 		$2.38M Sell
25,148
-175
-0.7% -$17.6K 0.44% 47
2021
Q2 		$2.51M Sell
25,323
-695
-3% -$66.7K 0.33% 76
2021
Q1 		$2.31M Sell
26,018
-599
-2% -$50.9K 0.35% 67
2020
Q4 		$2.2M Buy
26,617
+473
+2% +$36.8K 0.32% 70
2020
Q3 		$1.96M Sell
26,144
-544
-2% -$42K 0.32% 69
2020
Q2 		$1.87M Buy
26,688
+7,281
+38% +$531K 0.34% 72
2020
Q1 		$1.42M Sell
19,407
-2,059
-10% -$169K 0.33% 79
2019
Q4 		$1.83M Buy
21,466
+66
+0.3% +$5.44K 0.31% 82
2019
Q3 		$1.63M Buy
21,400
+747
+4% +$59.2K 0.28% 88
2019
Q2 		$1.62M Buy
20,653
+356
+2% +$29.4K 0.36% 71
2019
Q1 		$1.79M Buy
20,297
+1,419
+8% +$114K 0.44% 56
2018
Q4 		$1.26M Sell
18,878
-4,726
-20% -$395K 0.37% 76
2018
Q3 		$1.92M Buy
23,604
+4,249
+22% +$349K 0.47% 51
2018
Q2 		$1.56M Buy
19,355
+2,309
+14% +$196K 0.42% 64
2018
Q1 		$1.69M Buy
17,046
+324
+2% +$33.7K 0.52% 46
2017
Q4 		$1.77M Sell
16,722
-26
-0.2% -$2.77K 0.51% 51
2017
Q3 		$1.86M Sell
16,748
-791
-5% -$92.1K 0.62% 39
2017
Q2 		$2.06M Buy
17,539
+563
+3% +$65.2K 0.73% 29
2017
Q1 		$1.92M Buy
16,976
+3,796
+29% +$392K 0.74% 28
2016
Q4 		$1.21M Sell
13,180
-185
-1% -$17.1K 0.53% 54
2016
Q3 		$1.3M Sell
13,365
-1,146
-8% -$115K 0.61% 46
2016
Q2 		$1.48M Sell
14,511
-158
-1% -$15.8K 0.71% 36
2016
Q1 		$1.44M Buy
14,669
+1,282
+10% +$118K 0.72% 36
2015
Q4 		$1.18M Buy
+13,387
New +$1.16M 0.61% 46

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Philip Morris (PM) stake by 0.54% in Q4 2022, buying an estimated $14.7K and bringing the position to 28,982 shares worth $2.93M. The position accounts for 0.29% of the portfolio, ranked #82.

Laurel Wealth Advisors (California) first reported a position in PM in Q4 2015 and has held it in 29 quarters since. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 28,982 shares of Philip Morris worth $2.93M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 156 Philip Morris shares in Q4 2022, an estimated $14.7K.
  • Philip Morris made up 0.29% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #82 holding.
  • Laurel Wealth Advisors (California) first reported a position in Philip Morris in Q4 2015 and has held it in 29 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.